SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,815,800 | -2.3% | 36,825 | +2.4% | 4.99% | -18.0% |
| Q2 2023 | $17,216,566 | +3.5% | 35,949 | -1.0% | 6.08% | -2.4% |
| Q1 2023 | $16,638,745 | +3.2% | 36,297 | -0.4% | 6.22% | +0.9% |
| Q4 2022 | $16,129,954 | +17.6% | 36,428 | +6.7% | 6.17% | +2.1% |
| Q3 2022 | $13,715,000 | +5386.0% | 34,147 | +6969.8% | 6.04% | +5445.9% |
| Q4 2021 | $250,000 | +7.8% | 483 | 0.0% | 0.11% | -3.5% |
| Q3 2021 | $232,000 | -2.1% | 483 | 0.0% | 0.11% | -1.7% |
| Q2 2021 | $237,000 | -97.4% | 483 | -98.6% | 0.12% | -98.3% |
| Q1 2020 | $8,967,000 | -27.3% | 34,110 | +3.7% | 6.96% | -1.2% |
| Q4 2019 | $12,342,000 | +8.2% | 32,879 | +0.6% | 7.05% | -0.7% |
| Q3 2019 | $11,411,000 | -0.6% | 32,694 | +1.2% | 7.09% | +0.2% |
| Q2 2019 | $11,480,000 | +3.9% | 32,317 | +3.3% | 7.08% | -0.7% |
| Q1 2019 | $11,052,000 | +18.6% | 31,291 | +1.6% | 7.13% | +2.2% |
| Q4 2018 | $9,322,000 | +0.9% | 30,799 | +22.5% | 6.98% | +47.6% |
| Q3 2018 | $9,240,000 | +6.7% | 25,146 | +3.1% | 4.73% | -0.4% |
| Q2 2018 | $8,660,000 | +5.6% | 24,392 | +1.6% | 4.75% | -0.6% |
| Q1 2018 | $8,201,000 | +121.9% | 23,998 | +124.3% | 4.78% | +44.0% |
| Q4 2017 | $3,695,000 | – | 10,698 | – | 3.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |